Oversee selling Structured Products SMA strategies to financial professionals, primarily in the RIA and IBD space
Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients
Work with other Sales teams within iCapital to expand the reach of Structured Investments SMA within the iCapital ecosystem
Educate advisors on the merits of Structured Investment SMAs as part of client portfolios
Onboard new clients to iCapital’s network to support business growth
Travel regularly in the market to meet with advisors and clients to support new and existing business
Utilize contact management system to capture information, schedule follow up activities and manage pipeline
Collaborate with the Marketing team on email campaigns, webinars, industry events
Collect and maintain competitor analysis
Report to the SMA Division Leader and focus on sales in West, Southwest and Midwest territories
Requirements
7+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
SMA and Asset Management experience highly preferred
Structured Investments experience a plus
Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
Self-sufficient and a self-starter
Able to sell and provide support across multiple SMA strategies
Series 7 and 63 licenses are required
Experience covering RIA aggregators, larger RIAs, and independent broker-dealers and strong relationships with these client segments preferred on the West Coast
Willing to travel one third of the work schedule
Benefits
The base salary range for this role is $80,000 to $100,000.
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare
100% employer paid dental
Vision coverage
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Fully remote work for this role
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SMA strategiesStructured InvestmentsAsset Managementsales processclient onboardingcompetitor analysispipeline management
